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FCBSX vs JVMRX
FCBSX vs JVMRX Comparison
Open Charts FCBSX vs JVMRX
Franklin Mutual U.S. Mid Cap Value C
Price$35.75
Change-$0.28 (-0.78%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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FCBSX vs JVMRX Comparison Chart
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FCBSX vs. JVMRX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FCBSX is a Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. FCBSX (814M). JVMRX pays higher dividends than FCBSX: JVMRX (0.93) vs FCBSX (0.35). FCBSX was incepted earlier than JVMRX: FCBSX (24 years) vs JVMRX (13 years). FCBSX is a more actively managed with annual turnover of: 64.21 vs. JVMRX (41.00). FCBSX has a lower initial minimum investment than JVMRX: FCBSX (1000) vs JVMRX (1000000). JVMRX (19.58) and FCBSX (19.37) have marching annual gain over last year. JVMRX return over 5 years is better than : 44.82 vs. FCBSX (11.13).
| FCBSX | JVMRX | FCBSX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 10.818 | 11.221 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 814M | 23.4B | 3% |
| Annual Yield % from dividends | 0.35 | 0.93 | 37% |
| Returns for 1 year | 19.37 | 19.58 | 99% |
| Returns for 3 years | -0.09 | 13.96 | -1% |
| Returns for 5 years | 11.13 | 44.82 | 25% |
| Returns for 10 years | -28.75 | 65.88 | -44% |
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